Microsoft Scenario Library Human Resources Improve organizational health metrics

Available with: Microsoft 365 Copilot and Copilot Studio

Human Resources scenario: Improve organizational health metrics

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Scenario

Foster a more connected and motivated workforce that aligns with the organization’s vision.

1. Identify data sources

Identify multiple data sources which can provide insights into manager capability, employee relations, and organizational health. Use Copilot to access HR system data using a Copilot Studio agent.

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Copilot Studio Agent

Action: Use Copilot to rapidly locate relevant data which indicates and impacts organization health.

Analyze data, summarize findings, provide insights, and create organizational health reports.​

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Copilot in Excel

Example prompt: Highlight org health scores yellow where YoY % change exceeded -20%.

Leverage insights and Copilot suggestions in Word to draft a detailed, actionable implementation plan to improve organizational health.​

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Copilot in Word

Example prompt: I am a human resources consultant. Create an action plan based on the organizational health report and insights. Include tasks and timelines.

Generate a presentation detailing the plan which includes images and tables.​

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Copilot in PowerPoint

Example prompt: Create a presentation from file [plan.docx] for HR leaders that clearly articulates how the plan will enable organizational health goals.

Lead the meeting to present the plan, leveraging Copilot in Teams to suggest topics and take notes.​

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Copilot in Teams

Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan.

Communicate plan and actions to organization managers and monitor engagement.

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Copilot in Outlook

Example prompt: Draft with Copilot: Create an email to a group of managers that provides detail and timelines regarding organizational health action plans.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help average resolution times

Microsoft Copilot can help with self-service options for employees using HR systems which can reduce support requirements and increase employee satisfaction.​
Boost productivity​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help reduce average issue resolution time​

Microsoft Copilot can help with lowering resolution times which in turn ​leads to increased productivity and higher employee satisfaction rates.​
Boost productivity​
  • Rapidly research service interactions​
  • Create first drafts faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help increase benefit usage

Create improved interfaces for employees to learn about their benefits and improve registration processes.​
Create HR benefit campaign​
  • Generate news and announcements ​from your HR team or department​
  • Communicate policies and procedures for HR-related matters, such as benefits, payroll, performance, and compliance​

How Copilot can help improve eNPS scores

Employee Net Promoter Score (eNPS) is a valuable metric for assessing employee engagement. It measures how likely your employees are to recommend your organization as a great place to work to their friends or family. Microsoft Copilot plays a pivotal role in enhancing employee Net Promoter Scores (eNPS) by fostering a positive work environment and empowering employees.
Create internal feedback loop
  • Draft employee surveys
  • Analyze surveys to gain valuable
    insights employee sentiment

How Microsoft Copilot can help reduce onboarding time

Reducing ramp up time is beneficial for everyone. It boosts employee confidence and engagement. It helps shorten the learning curve allowing employees to make an impact sooner.
Create onboarding materials
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks

How Microsoft Copilot can help employee turnover rates

Reducing the stress of everyday tasks by using Microsoft Copilot to reduce complexity and save time can help to improve employee satisfaction, which has been shown to improve retention.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Microsoft Copilot can help with hiring

Copilot can help HR streamline the hiring process by assisting with writing job descriptions, conducting interviews and drafting communications to candidates.
Improve quality of recruitment experience and materials
  • Improve job descriptions
  • Improve interviews with summarization and recap
  • Improve quality of emails and chats with candidates

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.